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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,670 | $156,398-86.1% | $147,318-85.3% | $138,895-84.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 64.20% | 78.75%-14.5pp | 70.43%-6.2pp | 145.39%-81.2pp |
| Employer contribution / active EE | $2,923 | $4,853-39.8% | $4,593-36.4% | $4,194-30.3% |
| Participant deferral / active EE | $6,502 | $8,237-21.1% | $7,906-17.8% | $6,396+1.6% |
| Admin fee / account holder | $551 | $14,976-96.3% | $13,708-96.0% | $12,562-95.6% |